Yet Another MS Dynamics CRM blog

Hi, Have you been creating custom pages in line with MS CRM for creating , viewing and updating entity records ? Have you placed controls such as Date picker Lookup on your custom page and have tried in vein to make those look like MS CRM ? I found a way to use the same MS CRM calendar control as it appears in the application... For getting this calendar on your asp .net page, follow the steps below: 1) Create a copy of the date.js javascript file located in your-server/crmsite-folder/_static/_controls/datetime folder, give the copy some name like date_myapp.js. 2) Open the following .js files from different sub folders in side the  your-server/crmsite-folder/_static      folder :       Global.js       encodedecode.js       xmlutil.js       util.js       remotecommand.js              Copy and whole content of ...

How many times you wanted to show/hide fields based on some load/save/change event in CRM and you did that with ease. Now I wonder you would have thought of changing the name of a Section as well that appears with a separator bar on top of each block of fields. In order to do that, here is a sample code :      crmForm.all. .parentElement. parentElement.parentElement. children[0].childNodes[0]. innerText="Your text";

 Hi, Everyone of us who have used MS CRM would have noticed that you can't create more than 8 tabs on a form. There is a way to overcome this and add more tabs or limit that to less tabs. As suggested in Microsoft CRM Resource center tips , this is how you do it : In: C:\Program Files\Microsoft CRM Server\CRMWeb\Tools\FormEditor find your formeditor.aspx and select edit. Find the JavaScript variable _iMaxTabs and notice that it is set to 8. Change the value to your desired limitation, save and close, reset IIS and you should then be able to create the additional tabs needed from within the forms customization area. Remember you are editing MS CRM code page hence it is NOT a supported customization.

Those who have been using Windows Media Player would have experienced one thing over time, when you click on the little up-down arrow heads on the right, you could see a thumbnail live view of the current movie you were playing. This had been since Window XP and now Microsoft have copy-pasted this code to show live preview of each taskbar window like a folder, browser session, office documents and every possible item you can open and appear in task bar.  Those of you who haven't seen Windows 7, this is how taskbar preview looks like :

Hi, Recently I was looking for any Vista sidebar gadgets that would show MS CRM elements or list of data like Accounts, Contacts or Activites. I found an MSDN article ( Monitoring Microsoft Dynamics CRM 4.0 Queues with a Windows Sidebar Gadget ) on the same that explains creating a MS CRM Gadget for Vista sidebar and also a couple of gadgets on Vista gadget library and tried CRM Watchman , which is really good. http://gallery.live.com/liveItemDetail.aspx?li=fc9cedb3-6339-4333-8a96-e5624bcafd74&bt=1&pl=1 Download the gadget by following the above link Enter CRM Server name or IP address and your credentials.  You will see a list of all Activites in CRM, clicking on them takes you to the activity view in browser.

Hi, Imagine you are working on a project where the client's business has hundreds of products such as a Telecommunication company. When you ask for a list of products they deal with, they give you lengthy brocures with rates, tariffs etc. How would you go about transforming those flashy brochures into MS CRM Products with different categories, product lines, price bundles etc. Here I describe a step by step technique to import your whole Product Catalog that includes Units, Unit Groups, Products and Pricelists. > Gather a list of all possible categories, types, map those into one or more MS CRM fields on Product entity : example  Product Type, Subject etc. * Subject can be really useful in terms of grouping products for Knowledge base articles and Cases are you would generate Cases for select Product; and Sales Literature categoriazation. > List down those categories in a CSV file, import Sujbects, refer to one of my previous posts on this. > List all the Unit...

The default MSCRM doesn't provide service scheduling by default, it needs to be set up and there are a number of steps involved as described below: 1) Create a Service, i.e. define a Service or a Job to be done Go to MS CRM > Settings tab > Business Management > Services ( 3rd from top in the right side)          Click New to Create a new service, you can see existing services in the list below     Give name to the Service, choose how the time will appear in Calendar against that Service when scheduled,  Default duration is usual time take to perform the service which is editable at the time of booking the Service Start activities every ... lets you define time slots for the entire day for the Service , for example : for a service with default duration of 30 mins and start activities every hour starting from 9 AM will have time slots  such as : 9-9:30  , 10-10:10 like wise, hence it wont be possible to choose a 9:...